TOTAL

 

Completely Plan.

In-Depth
Coverage

Cover all your clients' planning needs with in-depth data and analysis.

Flexible
Data

Capture details of clients' situations and add future changes at any age.

Goal & 
Cash-Flow

Choose the planning approach to best reflect your clients' situation.

Accurate
Results

Prove and reconstruct planning results with a report audit trail system.

In-Depth Planning. 

Help clients make important financial decisions by creating complete financial plans using TOTAL's highly flexible data entry and comprehensive reports

Learn more about the planning topics addressed in TOTAL.

Highly Flexible Data Entry with Future Change Tables

Goal and Cash-Flow Approaches.

Choose the projection with the highest suitability for clients' financial situations and planning needs with TOTAL's goal-based or cash-flow-based options. 

Goal-Based Reports - Easy Money:
Project what clients will need to reach their future financial goals and determine the impact of planned savings make towards achieving those goals.  In cases of shortfalls, provide solutions such as saving more, working longer or reducing goals. Goal-based projections are ideal for clients focusing on increasing savings and determining realistic goals.

Cash-Flow-Based Reports - Golden Years:  
Capture all the details of a client's financial situation by tracking year-by-year cash-flow projections. Cash-flow-based projections are ideal for complex situations, including clients with high wealth or complicated taxes, or whenever tracking all the details of cash flow are important for a highly thorough analysis.  

Learn more about TOTAL's financial planning reports. 

Choose Goal or Cash-Flow Projections

Accurate and Verifiable Results.

Analyze clients' current situations and trade-offs with trusted calculations and audit trails where every number can be broken down and reconstructed. TOTAL features highly accurate, industry-proven calculations. 

 Learn more about TOTAL's audit trail and more planning features.

Audit Trails to Break Down Results

Plan for any situation with TOTAL.

Advisors plan with TOTAL for its flexible planning data, detailed reporting, and ability to accommodate any client situation. Goal-based projections cover all main aspects of a financial plan and shows clients the best way to meet their objectives, and cash-flow-based projections are ideal for clients who need fine-tuned detail and highly accurate tax analysis.

“I really like this software. It works perfect with my style of planning. The audit trial feature has proven invaluable.” 
- Larry B.
“It works really well for me and all of my clients. It’s fabulous. The more I use this program, the more I learn about its features, and the more I love it.”
- Glenn H.

“I can do everything I need and moreIt has been so easy to use I have only had to call three times since I started planning with it.”
- Gary W.

"It amazes me that the software can continue to do everything I need it to do. I haven't run into a case this software couldn't handle."
- Regina B.

“The program has been great to work with and my clients have been very happy with the plans I have created with TOTAL.”
-Gayle  H.

“This is handy software. It is easier to use and more comprehensive than others I worked with in the past.”
- Scott H.

Plan your clients' best financial futures. 

Illustrate Clients' Financial Future

TOTAL's in-depth planning completely captures clients' current financial situations and the impact of important decisions on clients financial futures.

Answer Questions and Provide Detail

Analyze clients' current situations and trade-offs with trusted calculations. When clients ask about a number in the projection answer the question directly using the audit trail to break down and reconstruct the number.

Drive Clients to the Best Financial Future 

Work with clients to determine the best plan of action and illustrate the impact of those actions on their future projection. Drive your clients to take the right steps towards their best financial future. 

Plan Online or on your Desktop

TOTAL is available online for anytime, anywhere access or on your desktop. Online editions include additional features due to the cloud-based platform. Pick your platform.

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Plan Your Client's Best Future
Learn More about TOTAL